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Bank of New York Mellon

1,737 hedge funds and large institutions have $68.3B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 613 increasing their positions, 595 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.33% more ownership

Funds ownership: 83.05%84.38% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,737
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$467M
Puts
$463M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$190M
3 +$113M
4
Ameriprise
Ameriprise
Minnesota
+$112M
5
JP Morgan Chase
JP Morgan Chase
New York
+$99.1M

Top Sellers

1 -$999M
2 -$381M
3 -$374M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
5
Squarepoint
Squarepoint
New York
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWS
1476
McCarter Private Wealth Services
Massachusetts
$200K
KB
1477
Kimelman & Baird
New York
$197K
RP
1478
Rowlandmiller & Partners
Georgia
$195K
CFO
1479
CVA Family Office
Colorado
$193K
SRCM
1480
Signature Resources Capital Management
California
$192K
RFP
1481
Root Financial Partners
California
$191K
RFG
1482
REAP Financial Group
Texas
$188K
AA
1483
Ancora Advisors
Ohio
$186K
GITFIT
1484
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$186K
OWP
1485
ORG Wealth Partners
Texas
$184K
GC
1486
Gould Capital
Washington
$181K
MWPCG
1487
Measured Wealth Private Client Group
New Hampshire
$180K
MTI
1488
Merrithew & Thorsten Inc
California
$176K
SEP
1489
Signature Equity Partners
Ohio
$176K
TF
1490
Tompkins Financial
New York
$170K
EB
1491
Eastern Bank
Massachusetts
$166K
TCM
1492
Triumph Capital Management
Colorado
$165K
HIIFS
1493
Harel Insurance Investments & Financial Services
Israel
$163K
HCA
1494
Harbor Capital Advisors
Illinois
$157K
BHWM
1495
Bay Harbor Wealth Management
Maryland
$157K
AA
1496
Addison Advisors
Vermont
$152K
PFSC
1497
Peoples Financial Services Corp
Pennsylvania
$152K
OC
1498
Oakworth Capital
Alabama
$152K
DMBA
1499
Deseret Mutual Benefit Administrators
Utah
$152K
CAL
1500
Capital Analysts LLC
Pennsylvania
$148K